Servicing Manager

Job not on LinkedIn

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🏈 Ohio – Remote

🏈 Ohio – Remote

💵 $120k - $140k / year

⏰ Full Time

🟠 Senior

🔴 Lead

👔 Manager

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Axos Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2000

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

Axos Bank is a financial institution offering a range of services including personal and business banking, commercial lending, and investment services. They provide checking and savings accounts, certificates of deposit, mortgages, personal loans, and auto loans. Axos Bank is known for digital banking solutions, including a mobile app that allows customers to manage their finances, make payments, and invest, all from one place. Axos Bank emphasizes advanced data protection for secure online banking and offers high-yield savings accounts and innovative financial tools.

📋 Description

• Process and release daily equipment lease/loan fundings alongside the team • Perform and oversee lockbox and ACH cash receipt review and cash application • Enter and review daily cash activity across company bank accounts within the general ledger system • Research and resolve complex payment, contract rate, and account variances • Process and/or approve returned payment, refund, and payoff transactions • Maintain and review the advanced payment ledger and related suspense accounts • Perform and oversee syndication support activities, including fund transfers, payoff and clawback tracking, and late-fee remittance • Process and/or review vendor and dealer commission, billing, and revenue-sharing payments • Prepare and/or review recurring servicing reports and handle audit confirmation requests • Perform manual asset-level billing tasks for vendors • Maintain or direct maintenance of contract, funding, and lockbox tracking spreadsheets and systems • Assign and prioritize team workload while handling day-to-day servicing volume • Train, coach, and mentor servicing team members through hands-on collaboration • Identify, evaluate, and lead adoption of AI-enabled tools and automation for servicing tasks • Report to the SVP of Operations • Coordinate with internal accounting and treasury partners, the third-party servicer, vendors, dealers, and syndication partners

🎯 Requirements

• Bachelor’s degree preferred; in lieu of a degree, 7–10 years of relevant financial services operations experience, including 2 or more years in a lead or supervisory capacity • Strong knowledge of equipment lease/loan servicing operations, including cash application, funding, and review processes within commercial finance or leasing • Experience leading, supervising, or coaching a servicing or operations team • Proficiency with general ledger and financial systems, such as Microsoft Dynamics • Advanced spreadsheet skills • Familiarity with loan/lease servicing platforms, lockbox processing, and ACH/EFT payment handling • Strong analytical and problem-solving skills for complex payment, contract, and account variances • Ability to manage competing priorities and recurring daily, weekly, monthly, and quarterly deadlines accurately • Effective written and verbal communication and interpersonal skills • Working understanding of accounting and general ledger concepts related to servicing transactions • Ability to maintain confidentiality of financial, customer, and contract information • Familiarity with AI-enabled and automation tools for servicing or financial operations • Ability to evaluate, implement, and lead team adoption of new technology • Successful completion of a credit check, criminal background check, and pre-employment drug screening, including marijuana screening • Must satisfy U.S. employment eligibility verification requirements

🏖️ Benefits

• Eligible for an Annual Discretionary Cash Bonus Target: 10% • Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% • Medical, Dental, Vision, and Life Insurance • Paid Sick Leave • 3 weeks’ Vacation • Holidays (about 11 a year) • HSA or FSA account • Other voluntary benefits • 401(k) Retirement Saving Plan with Employer Match Program • 529 Savings Plan • Employee Mortgage Loan Program • Free access to an Axos Bank Account with Self-Directed Trading